证券代码：688325 证券简称：赛微微电 公告编号：2025-073 | 发行名称 | 2022 | 年首次公开发行股份 | | | --- | --- | --- | --- | | 募集资金总额 | | 149,100.00 | 万元 | | 募集资金净额 | | 135,539.22 | 万元 | | 超募资金金额 | 54,622.96 | 万元 | | --- | --- | --- | | 募集资金到账时 | | | | 间 | 2022 年 4 月 | 19 日 | 二、超募资金使用安排 广东赛微微电子股份有限公司 关于变更部分超募资金使用用途并增加全资子公司 实收资本的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司全资子公司上海赛而微微电子科技有限公司（以下简称"赛而微"） 于近期与上海张江集成电路产业区开发有限公司（以下简称"张江集电"）签 订产权交易合同，采用受让项目公司股权的形式购买位于上海集成电路设计 产业园一处房产，用于公司募投项目的建设及日常办公需求，合同约定的购 房总 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 广东赛微微电子股份有限公司（以下简称"公司"）于2025年11月13日召开 了第二届董事会第十三次会议，审议通过了《关于使用自有资金、银行信贷资金 等支付募投项目部分款项并以募集资金等额置换的议案》，同意公司在募集资金 投资项目（以下简称"募投项目"）实施期间，使用自有资金、银行信贷资金等 支付募投项目部分款项并以募集资金等额置换，并明确了上述等额置换的具体操 作流程规范。公司保荐机构国泰海通证券股份有限公司（以下简称"保荐机构"） 对此出具了明确的核查意见。现将具体情况公告如下： 一、募集资金基本情况 证券代码：688325 证券简称：赛微微电 公告编号：2025-074 2023 年 2 月 22 日，赛而微与张江集电签订购房意向协议，约定拟采用资产 转让或转让项目公司股权的形式完成本次交易，并经审议机构审议通过后 15 个 单位：万元 序号 项目名称 项目总投资金额 募集资金投资金额 1 消费电子电池管理及电源管理芯片研发 及产业化项目 23,888.38 23,888 ...

Core Viewpoint - The stock of Saiwei Microelectronics has experienced a significant increase of 74.20% year-to-date, but has recently faced a decline of 7.94% over the past five trading days and 9.89% over the past twenty days [1] Group 1: Company Overview - Saiwei Microelectronics, established on November 2, 2009, and listed on April 22, 2022, is located in Dongguan, Guangdong Province, focusing on the research and sales of analog chips, primarily battery management chips [1] - The company's main business revenue is entirely derived from chips, accounting for 100% of its income [1] Group 2: Financial Performance - For the period from January to September 2025, Saiwei Microelectronics achieved a revenue of 344 million yuan, representing a year-on-year growth of 22.37%, while the net profit attributable to shareholders was 62 million yuan, up 3.23% year-on-year [2] - Since its A-share listing, the company has distributed a total of 101 million yuan in dividends [3] Group 3: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Saiwei Microelectronics was 7,180, a decrease of 19.41% from the previous period, with an average of 7,499 circulating shares per shareholder, an increase of 24.08% [2] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 26, where it recorded a net purchase of 51.92 million yuan [1]

Core Insights - The stock of Saiwei Microelectronics experienced a decline of 1.55% on November 4, with a trading volume of 61.56 million yuan [1] - The company reported a financing buy-in of 2.87 million yuan and a net financing outflow of 1.81 million yuan on the same day [1] - As of November 4, the total margin balance for Saiwei Microelectronics was 287 million yuan, accounting for 4.03% of its market capitalization [1] Financial Performance - For the period from January to September 2025, Saiwei Microelectronics achieved a revenue of 344 million yuan, representing a year-on-year growth of 22.37% [2] - The net profit attributable to the parent company for the same period was 62.00 million yuan, reflecting a year-on-year increase of 3.23% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Saiwei Microelectronics was 7,180, a decrease of 19.41% compared to the previous period [2] - The average number of circulating shares per shareholder increased by 24.08% to 7,499 shares [2] - The company has distributed a total of 101 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, Penghua Youxuan Growth Mixed Fund (010488) was the fourth largest circulating shareholder, holding 1.58 million shares, an increase of 146,600 shares from the previous period [3] - Penghua Power Growth Mixed Fund (LOF) (160610) ranked as the ninth largest circulating shareholder with 1.14 million shares, an increase of 31,000 shares [3] - Penghua Industrial Upgrade Mixed Fund (011568) has exited the list of the top ten circulating shareholders [3]

Core Viewpoint - The actual controller and a related party of Saiwei Microelectronics plan to reduce their shareholdings, which will not lead to a change in the company's actual control or significantly impact its stable operation [1][2]. Group 1: Shareholding Reduction Plan - The actual controller, Ge Weiguo, plans to reduce his holdings by up to 430,695 shares (approximately 0.5% of the total share capital) within three months after a 15-trading-day period following the announcement [1]. - The related party, Dongguan Weihe Investment Management Partnership, also plans to reduce its holdings by up to 430,695 shares (approximately 0.5% of the total share capital) within the same timeframe [1]. - The total reduction by both parties will not exceed 861,390 shares (1.00% of the total share capital), with an estimated cash-out of approximately 78.97 million yuan based on the last closing price of 91.68 yuan [1]. Group 2: Current Shareholding Structure - As of the announcement date, Ge Weiguo directly holds 1,773,067 shares (2.06% of total share capital), with 1,104,000 shares acquired before the IPO and 629,067 shares from the 2020 stock option incentive plan [2]. - The related party, Weihe Investment, directly holds 2,642,485 shares (3.07% of total share capital), all acquired before the IPO and are already in circulation [2]. Group 3: Company Background and Financials - Saiwei Microelectronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on April 22, 2022, with an initial offering price of 74.55 yuan per share, raising a total of 1.491 billion yuan [2][3]. - The net amount raised was 1.355 billion yuan, exceeding the original plan by 546 million yuan, which was intended for various R&D projects and working capital [3]. - The total issuance costs amounted to 136 million yuan, including underwriting fees of 117 million yuan [4].

Group 1: Company Announcements - Huayi Technology plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Changjiang Communication intends to invest approximately 450 million yuan in the "DIAIS Intelligent Equipment R&D and Production Base Project" [1] - Konggang Co., Ltd. has won a contract for the renovation of the Beiguang Communication factory, valued at approximately 91.72 million yuan [1] - Angli Education's Daoyao Culture plans to acquire 100% equity of Shanghai Leyou for 38 million yuan [1] - Tangshan Port expects to achieve a cumulative cargo throughput of 200.7 million tons this year, a year-on-year increase of 3.9% [1] Group 2: Financial Performance - Saisir reported a net profit of 5.312 billion yuan for the first three quarters, a year-on-year increase of 31.56% [2] - Bull Group's net profit for the third quarter was 919 million yuan, a year-on-year decrease of 10.29% [2] - Lixun Precision expects a net profit of 16.518 billion to 17.186 billion yuan in 2025, an increase of 23.59% to 28.59% year-on-year [2] - Zhongji Xuchuang reported a net profit of 7.13 billion yuan for the first three quarters, a year-on-year increase of 90.05% [2] Group 3: Shareholding Changes - Ruisheng Intelligent plans to reduce its shareholding by no more than 3% [2] - Saiwei Microelectronics' Vice President and Weihe Investment plan to reduce their holdings by no more than 1% [3] - Weidao Nano's executive Zhou Ren intends to reduce his holdings by no more than 378,700 shares [3] Group 4: Other Developments - Air China plans to raise no more than 20 billion yuan through a private placement to its controlling shareholder and related parties [3] - Suneng Co., Ltd. has completed the commissioning of the Ulagai 2 unit (1000MW) investment project [3]

Group 1: Company Announcements - Huayi Technology plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Changjiang Communication intends to invest approximately 450 million yuan in the "DIAIS Intelligent Equipment R&D and Production Base Project" [1] - Konggang Co., Ltd. has won a contract for the renovation of the Beiguang Communication factory, valued at approximately 91.72 million yuan [1] - Angli Education's Daoyao Culture plans to acquire 100% equity of Shanghai Leyou for 38 million yuan [1] - Tangshan Port expects to achieve a cargo throughput of 200.7 million tons this year, a year-on-year increase of 3.9% [1] Group 2: Financial Performance - Saisir reported a net profit of 5.312 billion yuan for the first three quarters, a year-on-year increase of 31.56% [1] - Zhongji Xuchuang's net profit for the first three quarters reached 7.13 billion yuan, a year-on-year growth of 90.05% [2] - Bull Group's net profit for the third quarter was 919 million yuan, a year-on-year decrease of 10.29% [1] - Luxshare Precision expects a net profit of 16.518 billion to 17.186 billion yuan in 2025, a year-on-year increase of 23.59% to 28.59% [1] Group 3: Other Announcements - China National Airlines plans to raise no more than 20 billion yuan through a private placement to its controlling shareholder and related parties [2] - Suneng Co., Ltd. has put into operation the Ulagai 2 unit (1000MW) investment project [2] - Ruisheng Intelligent plans to reduce its holdings by no more than 3% [2]

Core Viewpoint - The company Saiwei Microelectronics (688325.SH) announced that its actual controller and vice president, Ge Weiguo, plans to reduce his holdings by up to 430,695 shares, representing approximately 0.5% of the company's total share capital as of the announcement date [1] Group 1 - Ge Weiguo and the associated party, Weihe Investment, will both reduce their holdings through centralized bidding, with a total reduction not exceeding 861,390 shares, which is 1.00% of the company's total share capital [1] - The planned reduction will take place within three months after a 15 trading day period following the announcement [1]

Core Viewpoint - On October 30, seven A-share listed companies disclosed their plans for share reductions, with no companies announcing any share increases on the same day [1]. Group 1: Company Reduction Plans - Yongyue Technology plans to reduce no more than 1.35% of its total share capital from repurchased shares [2]. - Chaojie Co., Ltd. intends for its controlling shareholder to reduce no more than 2.97% of its shares [2]. - Jindun Co., Ltd. has a shareholder, Qianhai Hongyi, planning to reduce no more than 1% of the company's shares [2]. - Saiwei Microelectronics' shareholders plan to collectively reduce no more than 1% of the company's shares [2]. - Zhongke Software's shareholders, Kesoft Chuangyuan and executives, plan to collectively reduce no more than 1.3753% of the shares [2]. - Ruisheng Intelligent's shareholder, Ruihe Sheng, intends to reduce no more than 3% of the shares [2]. - Daan Gene has authorized its management to sell no more than 3% of the company's total share capital [2].

实际控制人及其一致行动人减持股份计划的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持股的基本情况 截至本公告披露日，广东赛微微电子股份有限公司（以下简称"公司"或"赛 微微电"）实际控制人之一、副总经理葛伟国先生直接持有公司股份 1,773,067 股，占公司总股本的 2.06%，其中 1,104,000 股为 IPO 前取得，629,067 股为 2020 年期权激励计划行权取得，40,000 股为 2024 年限制性股票激励计划归属取得。 2020 年期权激励计划行权取得的 629,067 股为限售股，其余股份为无限售条件 流通股。 公司实际控制人之一致行动人东莞市微合投资管理合伙企业（有限合伙）（以 下简称"微合投资"）直接持有公司股份 2,642,485 股，占公司总股本的 3.07%， 股份为 IPO 前取得，并已上市流通。 证券代码：688325 证券简称：赛微微电 公告编号：2025-070 广东赛微微电子股份有限公司 减持计划的主要内容 公司实际控制人之一、副总经理 ...